Plante Moran Financial Advisors’s Sparton SPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,141
| Closed | -$150K | – | 924 |
|
|
2017
Q1 | $150K | Hold |
7,141
| – | – | 0.09% | 156 |
|
|
2016
Q4 | $170K | Hold |
7,141
| – | – | 0.11% | 139 |
|
|
2016
Q3 | $188K | Hold |
7,141
| – | – | 0.13% | 124 |
|
|
2016
Q2 | $155K | Hold |
7,141
| – | – | 0.11% | 138 |
|
|
2016
Q1 | $128K | Hold |
7,141
| – | – | 0.1% | 146 |
|
|
2015
Q4 | $143K | Hold |
7,141
| – | – | 0.11% | 144 |
|
|
2015
Q3 | $153K | Hold |
7,141
| – | – | 0.12% | 133 |
|
|
2015
Q2 | $195K | Hold |
7,141
| – | – | 0.14% | 115 |
|
|
2015
Q1 | $175K | Hold |
7,141
| – | – | 0.12% | 126 |
|
|
2014
Q4 | $202K | Hold |
7,141
| – | – | 0.15% | 102 |
|
|
2014
Q3 | $176K | Hold |
7,141
| – | – | 0.15% | 106 |
|
|
2014
Q2 | $198K | Buy |
+7,141
| New | +$198K | 0.18% | 86 |
|
|
2013
Q3 | – | Sell |
-1,800
| Closed | -$31K | – | 683 |
|
|
2013
Q2 | $31K | Buy |
+1,800
| New | +$31K | 0.02% | 210 |
|